Pipeliner CRM

Live 59 Actions

Pipeliner CRM Integration for AI Agents

Connect your AI agent to 59 QA'd Pipeliner CRM actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Pipeliner CRM AI Agent Actions

59 production-ready actions for your agent to do more on Pipeliner CRM.

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59 Actions

List Accounts - Returns a paginated list of account records.

Get Account - Retrieves a single account by ID.

Create Account - Creates a new account record.

Update Account - Updates an existing account by ID.

Delete Account - Removes an account by ID.

List Contacts - Returns a paginated list of contacts from Pipeliner CRM.

Get Contact - Retrieves a single contact by ID from Pipeliner CRM.

Create Contact - Creates a new contact in Pipeliner CRM.

Update Contact - Updates an existing contact by ID in Pipeliner CRM.

Delete Contact - Removes a contact from Pipeliner CRM by ID.

List Leads - Returns a paginated list of leads from Pipeliner CRM.

Get Lead - Retrieves a single lead by ID.

Create Lead - Creates a new lead in Pipeliner CRM.

Update Lead - Updates an existing lead by ID.

Delete Lead - Removes a lead from Pipeliner CRM by ID.

List Opportunities - Retrieve a paginated list of opportunities from Pipeliner CRM.

Get Opportunity - Retrieve a single opportunity by ID.

Create Opportunity - Create a new opportunity in Pipeliner CRM.

Update Opportunity - Update an existing opportunity by ID.

Delete Opportunity - Delete an opportunity by ID.

List Tasks - Returns a paginated list of tasks.

Get Task - Retrieves a single task by ID.

Create Task - Creates a new task in Pipeliner CRM.

Update Task - Updates an existing task by ID.

Delete Task - Removes a task by ID.

List Appointments - Returns a paginated list of appointments.

Get Appointment - Retrieves a single appointment by ID.

Create Appointment - Creates a new appointment in Pipeliner CRM.

Update Appointment - Updates an existing appointment by ID.

Delete Appointment - Removes an appointment by ID.

List Notes - Returns a paginated list of notes.

Get Note - Retrieves a single note by ID.

Create Note - Creates a new note in Pipeliner CRM.

Update Note - Updates an existing note by ID.

Delete Note - Removes a note by ID.

List Products - Returns a paginated list of products from the product catalog.

Get Product - Retrieves a single product by ID.

Create Product - Creates a new product in the catalog.

Update Product - Updates an existing product by ID.

Delete Product - Removes a product from the catalog by ID.

List Opportunity Product Relations - Returns a paginated list of opportunity product line items.

Get Opportunity Product Relation - Retrieves a single opportunity product line item by ID.

Create Opportunity Product Relation - Creates a new product line item on an opportunity.

Update Opportunity Product Relation - Updates an existing opportunity product line item by ID.

Delete Opportunity Product Relation - Removes an opportunity product line item by ID.

List Clients - Returns a paginated list of CRM users (clients).

Get Client - Retrieves a single CRM user by ID.

List Pipelines - Returns a paginated list of sales pipelines.

Get Pipeline - Retrieves a single pipeline by ID.

List Steps - Returns a paginated list of pipeline steps.

Get Step - Retrieves a single pipeline step by ID.

List Currencies - Returns a paginated list of currency definitions.

Get Currency - Retrieves a single currency by ID.

List Sales Units - Returns a paginated list of sales units.

Get Sales Unit - Retrieves a single sales unit by ID.

List Account Types - Returns a paginated list of account type classifications.

Get Account Type - Retrieves a single account type by ID.

List Tags - Returns a paginated list of tag definitions.

Get Tag - Retrieves a single tag by ID.

Do More, Build Less

Integration Infrastructure for Pipeliner CRM AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Pipeliner CRM MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Pipeliner CRM action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."